+32.6%
UNP vs KDP
+15.4%
+17.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.4% |
| 7D | -5.3% | +1.3% | -6.6% | -5.6% |
| 30D | -1.5% | +6.0% | -7.5% | -3.0% |
| 3M | +10.3% | +9.2% | +1.1% | +7.5% |
| 6M | +9.7% | +14.7% | -5.0% | +4.6% |
| YTD | +27.1% | +19.2% | +7.9% | +20.7% |
| 1Y | +32.6% | +15.2% | +17.4% | +26.4% |
| All | +32.6% | +15.4% | +17.2% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KDP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling